+2,759.3%
AXTI vs DRI
+54.1%
+2,705.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.4% |
| 7D | +21.0% | -4.8% | +25.8% | +22.7% |
| 30D | -6.6% | -3.9% | -2.7% | -5.6% |
| 3M | -12.1% | +5.1% | -17.1% | -15.0% |
| 6M | +78.7% | +5.5% | +73.2% | +71.0% |
| YTD | +321.5% | +16.5% | +305.0% | +286.9% |
| 1Y | +2,166.8% | +2.0% | +2,164.8% | +2,117.8% |
| All | +2,759.3% | +54.1% | +2,705.2% | +2,058.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling